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Jim Cramer separates stocks worth trading from stocks worth holding forever, and right now two titans sitting at the very…
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising…
AMD is chasing a slice of a $200 billion AI accelerator market that NVIDIA currently dominates with 75% margins and…
A leaked report about SK Hynix eyeing Intel's massive Ohio chip campus sent shares swinging, but a swift denial only…
NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become…
Nvidia trades at a valuation not seen in seven years, yet the market keeps pricing it like a company past…
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving…
SK Hynix surged 14% Tuesday without a single company-specific headline, and the real test comes July 29 when its earnings…
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all…
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two…
AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has…
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI…
AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with…
Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and…
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm…
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